Trust and Estate Specialist

4 weeks ago


San Diego, California, United States U.S. Bank Full time

About the Role:

At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Trust and Estate Specialist, you'll play a critical role in ensuring the smooth settlement of estates and trusts.

Key Responsibilities:

  • Review and interpret trust agreements, wills, and other estate planning documents to ensure compliance with legal requirements and business line policies.
  • Coordinate with clients, external attorneys, and internal specialists to ensure accurate and timely estate settlement.
  • Administer accounts in accordance with legal requirements and business line policies.

Requirements:

  • Bachelor's degree or equivalent work experience.
  • Eight or more years of personal trust and/or estate planning experience.
  • Advanced knowledge of estate settlement, gifting, income, estate, and multi-generational taxation and trusts.
  • Advanced knowledge of fiduciary services.
  • Well-developed analytical and problem-solving skills.
  • Ability to make critical decisions independently.
  • Excellent writing, speaking, and presentation skills.

What We Offer:

  • A comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, and 401(k) and employer-funded retirement plan.
  • Paid vacation and up to 11 paid holiday opportunities.
  • Adoption assistance and sick and safe leave accruals.

U.S. Bank is an Equal Opportunity Employer:

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



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